See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,524 | $91,552+187.8% | $133,956+96.7% | $79,858+230.0% |
| Participation rate | 83.9% | 73.3%+10.5pp | 79.8%+4.0pp | 69.6%+14.2pp |
| Annual return | 26.21% | 61.85%-35.6pp | 45.09%-18.9pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,218 | $2,384-48.9% | $3,919-68.9% | $2,471-50.7% |
| Participant deferral / active EE | $5,784 | $3,733+54.9% | $5,048+14.6% | $3,740+54.6% |
| Admin fee / account holder | $6,342 | $6,321+0.3% | $8,927-29.0% | $5,306+19.5% |